OmniStar Financial Group’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Buy |
18,466
+709
| +4% | +$56K | 0.69% | 48 |
|
|
2026
Q1 | $1.35M | Sell |
17,757
-30,207
| -63% | -$2.28M | 0.7% | 42 |
|
|
2025
Q4 | $3.35M | Buy |
47,964
+5,547
| +13% | +$387K | 1.97% | 11 |
|
|
2025
Q3 | $2.81M | Buy |
42,417
+20,358
| +92% | +$1.4M | 1.7% | 13 |
|
|
2025
Q2 | $1.56M | Buy |
22,059
+2,503
| +13% | +$178K | 1.17% | 26 |
|
|
2025
Q1 | $1.4M | Buy |
19,556
+16,223
| +487% | +$1.08M | 1.1% | 26 |
|
|
2024
Q4 | $208K | Sell |
3,333
-2,069
| -38% | -$135K | 0.17% | 120 |
|
|
2024
Q3 | $388K | Buy |
+5,402
| New | +$370K | 0.29% | 104 |
|
|
2024
Q1 | – | Sell |
-14,715
| Closed | -$867K | – | 135 |
|
|
2023
Q4 | $867K | Buy |
14,715
+785
| +6% | +$44.6K | 1.09% | 25 |
|
|
2023
Q3 | $780K | Buy |
13,930
+553
| +4% | +$33.2K | 0.93% | 28 |
|
|
2023
Q2 | $806K | Buy |
13,377
+1,874
| +16% | +$117K | 0.95% | 32 |
|
|
2023
Q1 | $714K | Buy |
11,503
+1,294
| +13% | +$78.3K | 0.91% | 38 |
|
|
2022
Q4 | $649K | Buy |
10,209
+6
| +0.1% | +$362 | 0.74% | 55 |
|
|
2022
Q3 | $571K | Sell |
10,203
-577
| -5% | -$35.9K | 0.68% | 57 |
|
|
2022
Q2 | $678K | Buy |
10,780
+138
| +1% | +$8.75K | 0.75% | 53 |
|
|
2022
Q1 | $659K | Sell |
10,642
-507
| -5% | -$30.8K | 0.65% | 58 |
|
|
2021
Q4 | $660K | Buy |
11,149
+1,144
| +11% | +$63.7K | 0.68% | 62 |
|
|
2021
Q3 | $525K | Buy |
+10,005
| New | +$558K | 0.62% | 67 |
|
|
2021
Q2 | – | Sell |
-21,337
| Closed | -$1.16M | – | 142 |
|
|
2021
Q1 | $1.13M | Sell |
21,337
-2,884
| -12% | -$145K | 1.43% | 20 |
|
|
2020
Q4 | $1.33M | Sell |
24,221
-193
| -0.8% | -$9.98K | 0.93% | 40 |
|
|
2020
Q3 | $1.21M | Buy |
24,414
+1,739
| +8% | +$83.6K | 0.91% | 40 |
|
|
2020
Q2 | $1.01M | Buy |
22,675
+6,462
| +40% | +$298K | 0.84% | 44 |
|
|
2020
Q1 | $717K | Sell |
16,213
-617
| -4% | -$33.3K | 0.71% | 49 |
|
|
2019
Q4 | $932K | Buy |
16,830
+306
| +2% | +$16.5K | 0.79% | 50 |
|
|
2019
Q3 | $900K | Sell |
16,524
-27
| -0.2% | -$1.45K | 0.79% | 48 |
|
|
2019
Q2 | $843K | Sell |
16,551
-470
| -3% | -$23K | 0.76% | 52 |
|
|
2019
Q1 | $798K | Buy |
17,021
+216
| +1% | +$10.1K | 0.7% | 56 |
|
|
2018
Q4 | $796K | Buy |
16,805
+694
| +4% | +$33.2K | 0.81% | 49 |
|
|
2018
Q3 | $744K | Sell |
16,111
-598
| -4% | -$27.3K | 0.57% | 55 |
|
|
2018
Q2 | $730K | Buy |
16,709
+168
| +1% | +$7.26K | 0.69% | 49 |
|
|
2018
Q1 | $718K | Sell |
16,541
-2,787
| -14% | -$125K | 0.69% | 49 |
|
|
2017
Q4 | $886K | Buy |
+19,328
| New | +$888K | 0.81% | 47 |
|
Other funds holding KO
RG
ECSS
AIM
FOFI
OmniStar Financial Group's KO Position: Q2 2026 in Review
OmniStar Financial Group increased its Coca-Cola (KO) stake by 4% in Q2 2026, buying an estimated $56K and bringing the position to 18,466 shares worth $1.5M. The position accounts for 0.69% of the portfolio, ranked #48.
OmniStar Financial Group first reported a position in KO in Q4 2017 and has held it in 32 quarters since. The position peaked at $3.35M in Q4 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- OmniStar Financial Group held 18,466 shares of Coca-Cola worth $1.5M as of Q2 2026.
- OmniStar Financial Group bought 709 Coca-Cola shares in Q2 2026, an estimated $56K.
- Coca-Cola made up 0.69% of OmniStar Financial Group's portfolio in Q2 2026, its #48 holding.
- OmniStar Financial Group first reported a position in Coca-Cola in Q4 2017 and has held it in 32 quarters since.
- OmniStar Financial Group's Coca-Cola position peaked at $3.35M in Q4 2025.
- 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.